Purchases and Sales Made in Q2 2025 in Ishares Iboxx $ Investment Gra (LQD)
This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES IBOXX $ INVESTMENT GRA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.2K+ 5.46% |
$126K - $131K
|
23.1K
$2.59M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.15K+ 21.53% |
$121K - $126K
|
6.5K
$728K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.15K+ 26.59% |
$121K - $126K
|
5.48K
$614K
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
1.11K+ 6.29% |
$117K - $122K
|
18.8K
$2.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.08K+ 0.69% |
$113K - $118K
|
158K
$17.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.05K+ 20.9% |
$110K - $115K
|
6.07K
$680K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
1.05K+ 4.16% |
$110K - $115K
|
26.3K
$2.94M
|
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
1.05K+ 0.48% |
$110K - $115K
|
221K
$24.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
1.03K+ 1.61% |
$109K - $113K
|
65.2K
$7.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.03K+ 3.76% |
$108K - $113K
|
28.4K
$3.18M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.02K+ 27.19% |
$108K - $112K
|
4.79K
$536K
|
|
|
Aug 13, 2025
Q2 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
959+ 36.09% |
$101K - $105K
|
3.62K
$405K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
953+ 4.0% |
$100K - $104K
|
24.8K
$2.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
943+ 4.08% |
$99.2K - $103K
|
24K
$2.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
901+ 3.65% |
$94.8K - $98.8K
|
25.6K
$2.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
900+ 0.42% |
$94.7K - $98.6K
|
214K
$24M
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
892+ 3.47% |
$93.9K - $97.8K
|
26.6K
$2.98M
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
881+ 1.06% |
$92.7K - $96.6K
|
84.2K
$9.43M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
852+ 50.41% |
$89.7K - $93.4K
|
2.54K
$285K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
842+ 0.96% |
$88.6K - $92.3K
|
88.2K
$9.87M
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
832+ 11.83% |
$87.6K - $91.2K
|
7.87K
$881K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
784+ 1.8% |
$82.5K - $85.9K
|
44.4K
$4.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
779+ 9.0% |
$82K - $85.4K
|
9.43K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
765+ 19.12% |
$80.5K - $83.9K
|
4.77K
$534K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
760+ 12.31% |
$80K - $83.3K
|
6.93K
$777K
|
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
694+ 5.21% |
$73K - $76.1K
|
14K
$1.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
692+ 0.52% |
$72.8K - $75.9K
|
133K
$14.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
679+ 12.62% |
$71.5K - $74.4K
|
6.06K
$679K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
664+ 4.94% |
$69.9K - $72.8K
|
14.1K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
652+ 34.03% |
$68.6K - $71.5K
|
2.57K
$288K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
651+ 12.19% |
$68.5K - $71.4K
|
5.99K
$671K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
638+ 27.69% |
$67.1K - $69.9K
|
2.94K
$330K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
614+ 18.83% |
$64.6K - $67.3K
|
3.87K
$434K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
600+ 28.41% |
$63.1K - $65.8K
|
2.71K
$304K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
590+ 0.32% |
$62.1K - $64.7K
|
187K
$21M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
578+ 2.68% |
$60.8K - $63.4K
|
22.1K
$2.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
560+ 235.29% |
$58.9K - $61.4K
|
798
$89.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
541+ 55.83% |
$56.9K - $59.3K
|
1.51K
$169K
|
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
BUY
|
- |
511+ 0.41% |
$53.8K - $56K
|
125K
$14M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
510+ 12.59% |
$53.7K - $55.9K
|
4.56K
$511K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
510+ 0.3% |
$53.7K - $55.9K
|
168K
$18.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
509+ 0.33% |
$53.6K - $55.8K
|
154K
$17.3M
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
500+ 7.24% |
$52.6K - $54.8K
|
7.41K
$830K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
500New |
$52.6K - $54.8K
|
500
$56K
|
|
|
Jul 07, 2025
Q2 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
496+ 1.58% |
$52.2K - $54.4K
|
32K
$3.58M
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
490+ 8.79% |
$51.6K - $53.7K
|
6.07K
$679K
|
|
|
Aug 05, 2025
Q2 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
490+ 0.5% |
$51.6K - $53.7K
|
98.1K
$11M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
489+ 0.48% |
$51.5K - $53.6K
|
103K
$11.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
486+ 12.39% |
$51.1K - $53.3K
|
4.41K
$494K
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
482+ 10.07% |
$50.7K - $52.8K
|
5.27K
$590K
|